Cloud based dental software
Dental Practice CRM
Dental Practice CRM designed to streamline patient management, enhance scheduling and improve patient communication for increased efficiency and satisfaction
Cloud based dental software
Why Choose Our Dental Practice CRM?
Practice intelligence pro is built to be an all-in-one solution for modern dental practices looking to boost patient satisfaction and operational efficiency. By centralising patient data, appointment scheduling, and communication tools in a single platform, you can reduce the hassle of juggling multiple systems and ensure a seamless experience for both your team and your patients.
Automated appointment reminders, secure patient profiles, and easy follow-ups are just a few of the features that help you create stronger patient relationships and optimise your practice’s performance.
Business scorecard
Reveal the strengths and weaknesses of your business
Get an actionable report that is completely customised to you, straight to your inbox.
Benefits of Practice Intelligence Pro
With our dental CRM software , you get a full suite of features to support your practice’s unique needs
Data-Driven insights for better decision-making
Access to accurate and timely performance data enables practice owners to make informed decisions rather than relying on intuition. For instance, sales data can reveal trends that help in planning inventory and marketing strategies.
Identify opportunities and threats
Monitoring performance data helps in identifying emerging opportunities in the market and potential threats from competitors or changes in patient behaviour.
Better resource allocation
Performance data highlights areas where resources are being underutilised or overextended, allowing practice to allocate resources more efficiently.
Improving process for better performance
By tracking operational metrics, practices can identify bottlenecks or inefficiencies in their processes and take steps to improve them, thus enhancing overall productivity.
Cash flow management
Regular monitoring of financial metrics such as cash flow, profit margins, and expenses ensures that practices maintain financial health and can plan for future growth.
Accurate budgeting and forecasting
Performance data aids in accurate budgeting and forecasting, helping businesses set realistic financial goals and track progress against them.
Better understanding patient needs
Patient feedback and sales data help practices understand patient preferences and behaviours, enabling us to tailor their treatment and care accordingly.
Improving treatment and care
Monitoring key treatment and care metrics such as appointment waiting times, recalls responses, fail to attends, waiting times, appointment times and satisfaction scores can lead to improved patient experiences and retention.
Benchmarking to be more competitive
By comparing performance data against industry benchmarks, practices can gauge their competitive position and identify areas for improvement.
Facilitate innovation
Continuous monitoring of market trends and performance metrics can inspire innovation in treatment, care or even business models, helping practices stay ahead of the competition and, therefore, attract more patients.
Setting goals and tracking progress
Performance data helps in setting realistic goals and tracking progress towards achieving them, including both short-term targets and long-term strategic objectives.
Risk management
Similar to regular check-ups, regular analysis of performance data can identify potential risks early, allowing practices to develop strategies to mitigate them sooner
Download the factsheet
Purchasing a Practice
Download our Purchasing a Practice factsheet (a print-ready version of this page) for further reference.
Program deliverables
When you purchase Practice intelligence pro, you receive a sequence of solutions that address the key challenges and requirements of purchasing a squat.
1. Define vision, ambition & goals
Guides strategy, motivates teams, fosters growth, and ensures long-term success.
2. Practice criteria & specification development
Process that defines what your ideal practice will look like.
3. Practice search advice & guidance
Top tips for finding suitable practices, even ones that might not appear to be for sale!
4. Acquisition financial forecasting
Calculating future performance to inform decision-making.
5. Purchase due diligence
Practice performance assessment and due diligence that will highlight any issues or opportunities.
6. Brand reputation audit
Easily overlooked, but essential if you want to build upon success rather than try and reverse failure.
7. Competitor analysis
Exploit opportunities and gaps in the market rather than play catch-up with established, well-resourced competitors.
8. Regulatory compliance & dummy CQC inspection
Mitigate the risks of non-compliance.
9. Marketing audit
Evaluate the effectiveness of current marketing activity and the resources required to optimise it.
10. Acquisition project management
Manage all practice acquisition resources and tasks cost and time effectively for the best outcome.
Program tools
As well as expert advice and support, we’ve developed a suite of proprietary, bespoke, and specially adapted dental practice systems, procedures, protocols and SAAS tools that are easily adapted, implemented, and managed to boost the performance of all practice types
Financial forecasting
Mitigates risks, ensures financial stability, guides decisions, and facilitates strategic planning.
Based on a review of the previous 3 years’ P&L, income streams and productivity, and MAP (Member Action Plan) targets, we’ll identify potential revenue and cost control/reduction.
Online compliance platform
Simplifies compliance, reduces risks, ensures accuracy, and promotes efficiency.
Our cloud based CQC compliance tool provides templated policies, procedures, schedules of requirements, performance tracking tools, dummy CQC inspections and GAP analysis reports.
Project management
Enhances collaboration, streamlines tasks, improves efficiency and ensures project success.
Our feature-rich, easy-to-use project management framework lists key ‘transformation’ activities, tasks, actions, timeframes and targets, and monitors progress.
Treatment profitability
Identifies your most profitable treatments and helps set treatment pricing to maximise profit.
Identify which treatment is most profitable and set prices that 1) best reflect treatment value 2) what patients are prepared to pay, and 3) strategic implications for long-term growth.
Marketing audit
Identifies strengths, weaknesses, and threats, enhances strategy, and ensures marketing effectiveness.
Audit including SWOT analysis of current marketing that compares against industry-standard practice marketing benchmarks/KPIs for patient acquisition, retention, and value maximisation.
Tactical modules
Integrated into your Purchasing a Practice Program are additional stand-alone ‘Tactical Modules’ that optimise crucial business functions essential to growth and success:
Recruitment
Build a team that shares your vision and values
Find, attract, screen, review and recruit high-quality, motivated staff who will facilitate clinical excellence, contribute to the success of your business and be ideal work colleagues.
Bookkeeping
Tracks finances, informs decisions, ensures compliance, and supports financial health
Providing complete and accurate data used to monitor and measure performance within the KPI dashboard, financial forecasting, and P&L.
HR Essentials
Talent management, compliance, culture, employee well-being, organisational success
HR advice, support, tools, and solutions to ensure efficient staffing, compliance, and a positive workplace culture.
Administrative Support
Practical advice and support to help run the practice
Bespoke administration support to help streamline operations, enhance efficiency, and ensure smooth administrative processes, contributing to operational efficiency.
Practice Marketing
Attracts patients, builds reputation, fosters growth, ensures practice visibility
Audit, SWOT analysis, define goals and targets, strategy, and plan of action to achieve them, implementation and management of a bespoke program comprising tried and tested, best practice tactics that focus on three pillars to practice success [1] Patient Acquisition, [2] Patient Retention and [3] Patient Value Maximisation.
CRM for Dentists
Enhance Practice Efficiency and Patient Care with Our All-in-One Dental CRM Solution
Upgrade your practice’s efficiency and patient care standards with our Dental Practice CRM—an intuitive solution that keeps your practice organised, your team productive, and your patients happy.
Online KPI Dashboard
- Secure Access: Safeguard practice data with 24/7 access limited to approved users only.
- User-Friendly Interface: Easy-to-use platform ensures smooth navigation for all team members.
- Clear Performance Insights: Visualise key practice performance data in an intuitive format for quick interpretation and decision-making.
Compliance Platform
- Ready-to-Use Templates: Access templated policies, procedures, and requirement schedules for streamlined setup.
- Performance Tracking Tools: Monitor key metrics effortlessly with built-in performance tracking features.
- GAP Analysis Reports: Identify improvement areas and bridge gaps with comprehensive GAP analysis reports.
Management Accounts
- Comprehensive Performance Overview: Access real-time insights across all essential operational areas.
- Enhanced Operational Clarity: Quickly monitor metrics in scheduling, revenue, patient engagement, and more.
- Informed Decision-Making: Stay on top of practice performance to make data-driven improvements effortlessly.
Expert Analysis
- Thorough Insight: Access in-depth analysis for a complete understanding of critical areas.
- Targeted Recommendations: Get tailored suggestions to enhance decision-making speed and accuracy.
- Optimised Efficiency: Make quicker, smarter choices with data-backed guidance when needed.
Download the factsheet
Purchasing a Practice
Download our Purchasing a Practice factsheet (a print-ready version of this page) for further reference.
5 star rated
Member testimonials
Dr. Ellie Ledger
Principal Dentist/Practice Owner
Arnica Dental Group
Collaborate’s Practice Support Program helped us boost profitability and improve EBITDA prior to successful sale to Bupa Dental Care.
Dr. Nooshin Vasfi
Endodontist
NV Endodontics at Premier Smile
Since I joined as a member, I have progressed in all my plans in refurbishing the practice, in employing new dentists, training staff and training dentists. I improved the foundation of the practice to be able to expand and make the practice a better place.
Dr. Veronica Morris
Principal Dentist / Practice Owner
Smile NW
Collaborate are my right-hand man. I run a small single-handed practice and feel that Collaborate are like a partner – actively helping me with all aspects of running the practice from HR. to monitoring the finances, improving footfall, marketing & recruiting. They are always at the end of the phone and respond quickly.
Dr Christina Diamanti
Practice Principal and Owner
Abbey Road Dental Practice
Ross’s (Practice Pilot) dedication to finding the best solutions for our needs has been a great asset, and his fresh ideas for modernising and growing our practice have been invaluable.
All programs
Practice Support Program
Our 5 Practice Support Programs provide essential support to dentists wherever they are in their practice ownership journey.
Setting up a squat
Collaborate’s ground-breaking Setting up a squat program comprises the knowledge, advice, tools, solutions and support you’ll need to achieve better results faster.
Purchasing a practice
We help you navigate a typically complex, sometimes perilous and always challenging practice purchase process to achieve your best possible outcome.
Growth acceleration
Build your ideal practice faster and more efficiently by accelerating growth, success and opportunity with data-driven, smarter and faster decision making.
Practice transformation
We help you redefine your vision, ambition, and reset goals to fix team issues and remove barriers to growth and success, reverse decline and boost performance.
Preparing to exit
Our experienced dental business specialists provide advice and support to help you navigate an often complex practice sale process for the best possible outcome.